Verified Job
Accounting - Finance
Bajaj Idfc Bank Channel Gujarat
Accounting - Finance
#413584
Remote / WFH
Job Description
Relationship Manager Bancassurance at Ahmedabad
Job title :- Relationship Manager Bancassurance
:- Managing the life insurance sales through assigned Bank Branches. Coordinating between Bank and company from Lead generation to policy conversion. Deal with walking customers Sale them Life insurance policies. Managing the life insurance policies
Channel Partner :- Subank
Ahmedabad 3.60 Lacs
Gandhidham 3.60 Lacs
Palanpur 3.60 Lacs
Himatnagar 3.60 Lacs
Rajkot 3.60 Lacs
Vadodara 3.60 Lacs
SUrat 3.60 Lacs
Salary: Open for perfect candidate upto 3.6 LPA.
Key Responsibilities
• Generate leads from in-branch lead generators, bank customer database walk in customers. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation.
• Build a good customer base in order to explore opportunities to cross-sell up-sell, Obtain referral to further prospects where appropriate.
• Responsible for sales completion by facilitating completion of medical reports ensuring prompt issue of policy document
• Adherence to company sales process and timely submission of various reports.
Interested candidate can share CV on vipul@thehrfly.com
The HRFLY
Job title :- Relationship Manager Bancassurance
:- Managing the life insurance sales through assigned Bank Branches. Coordinating between Bank and company from Lead generation to policy conversion. Deal with walking customers Sale them Life insurance policies. Managing the life insurance policies
Channel Partner :- Subank
Ahmedabad 3.60 Lacs
Gandhidham 3.60 Lacs
Palanpur 3.60 Lacs
Himatnagar 3.60 Lacs
Rajkot 3.60 Lacs
Vadodara 3.60 Lacs
SUrat 3.60 Lacs
Salary: Open for perfect candidate upto 3.6 LPA.
Key Responsibilities
• Generate leads from in-branch lead generators, bank customer database walk in customers. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation.
• Build a good customer base in order to explore opportunities to cross-sell up-sell, Obtain referral to further prospects where appropriate.
• Responsible for sales completion by facilitating completion of medical reports ensuring prompt issue of policy document
• Adherence to company sales process and timely submission of various reports.
Interested candidate can share CV on vipul@thehrfly.com
The HRFLY
